2023 Form 5500 filing — Meeting Street Schools 403(B) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724102428NAL0012842097001) for Meeting Street Schools 403(B) Plan, reported by Meeting Street Schools under EIN 20-4587841 and plan number 001. It reports 462 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.7MReported net assets$7,653,366
Participants462
Provider compensation$65K4 Schedule C row(s)$65,028
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240724102428NAL0012842097001
Plan sponsor
Meeting Street Schools
EIN
20-4587841
Plan number
001
Location
Charleston, SC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.7M total assets
Net assets$7.7MLiabilities
Money in vs. money out
Total income / additions$3M
Total expenses$843.4K
Benefits paid / distributions$776.2K
Contributions
Employer$475.9K
Participant$1.2M
Full reported line items
Total assets (EOY)
$7,653,366
Net assets (EOY)
$7,653,366
Employer contributions
$475,949
Participant contributions
$1,217,271
Total income / additions
$2,951,407
Benefits paid
$776,182
Administrative expenses
$65,100
Total expenses
$843,367
Net increase / (decrease)
$2,108,040
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $33.7K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $16.2K · Indirect $0
  3. 3
    INVESTMENT ADVISOR · Direct $9.7K · Indirect $0
  4. 4
    INVESTMENT MANAGEMENT · Direct $5.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240724102428NAL0012842097001 cover?
It is the 2023 Form 5500 filing for Meeting Street Schools 403(B) Plan, reported by Meeting Street Schools (EIN 20-4587841).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages